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    HSBC Onboarding: Getting Started with Tradeshift (Indonesia, Philippines, Macao, Mexico)

    254 1 Created on 2023-07-31 09:17:17; Last updated on 2024-11-06 09:23:05

    For self-service suppliers based in Indonesia, Philippines, Macao, Mexico using the Platform solution only (invoicing to HSBC Indonesia, Philippines, Macao, Mexico branches): Please find here the invoicing guide which is presented in the webinar on the 12th & 18th July 2023.


    Webinar Agenda:


    1. Introduction by Tradeshift and HSBC [00:01]

    2. Agenda [05:15]

    3. Covering The Basics [06:31]

    4. Setting Up Your Account

    a. Account Activation [08:25]

    b. Update Company Profile and Invite Additional User [10:40]

    c. Network Connection with Your Customer [12:05]

    5. Navigating Through Your Tradeshift Account [13:15]

    6. WebUI Solution - Branch in Scope [15:43]

    a. Po Flip Method [16:44]

    b. The ‘CREATE’ Launcher [30:32]

    c. Important Notes [41:49]

    7. Useful Information

    a. How to Read Document Status [43:20]

    b. HSBC Landing Page [45:08]

    c. Other Features (Support Chat Function, Common Error and Solutions) [45:50]

    8. Tradeshift Platform Walkthrough [47:02]

    9. Start taking these steps today! [50:42]

    10. FAQs [51:39]


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